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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,838 | $135,956-58.9% | $123,894-54.9% | $273,972-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.17% | 56.63%-45.5pp | 47.52%-36.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $2,736 | $5,170-47.1% | $4,617-40.7% | $4,869-43.8% |
| Participant deferral / active EE | $8,237 | $6,343+29.9% | $5,984+37.6% | $5,287+55.8% |
| Admin fee / account holder | $499 | $9,817-94.9% | $8,357-94.0% | $10,133-95.1% |